Responsibilities
- Selling of fiduciary instruments, referral of life insurance and other related solutions
- Supporting Client Advisors in client meetings, presentations and after-sales activities relating to asset ownership and asset transfer
- Understanding and following of legal, political, tax and economic developments in specific countries and applying this knowledge to client situations
- Participating in marketing events, road shows etc.
- Monitoring and controlling of the wealth planning business and compliance with wealth planning specific standards and policies
- Providing product and wealth planning technical and application training to Client Advisors
Requirements
- Min. 7 - 10 years experience in Wealth Planning and/or other related services, with preferably 2 -3 years in a team leadership role
- Familiar with legal and tax system of one or more jurisdictions
- Experience in providing legal, tax and structuring solutions for private individuals
- Marketing and sales capabilities
- Travel as required with Client Advisors
- Bachelor degree in finance, accountancy or law with a relevant professional qualification, preferably STEP, CPA or Law
- Fluency in English and Mandarin required